Experience
PNC Wealth Management  May 2012 - Present
Bank of America Merrill Lynch   2006 - May 2012
Lilly Endowment   2000 - 2006
Indianapolis Neighborhood Housing Partnership  1996 - 2000
Huntington National Bank  1993 - 1996

Education
Butler University   1997 — 1999
MBA

University of Kentucky   1984 — 1988
Bachelor of Business Administration (BBA), Major- Finance

Experience
Blue Shield of California  June 2015 - Present
One West Bank  July 2014 - June 2015
Health Net  May 2014 - June 2014
Bank of America Merrill Lynch   October 2010 - April 2014
Technicolor  February 2010 - October 2010

Skills
Financial Analysis, Mortgage Lending, Collateral Management, Microsoft Excel, MS Excel Pivot Tables, Microsoft Office, Visual Basic, Training, Management

Education
California State Polytechnic University-Pomona   2005 — 2009
BS Business Administration, Accounting

Experience
Bank of America Merrill Lynch   July 2015 - Present
Citibank, N.A.   2003 - 2015
California Federal Bank  October 1999 - 2003
Bank of America  1983 - October 1999
Bank of America  1980 - 1983
Bank of America  1973 - 1980

Skills
Commercial Banking..., Commercial Real Estate..., Management

Education
California State University-Fullerton   1971 — 1975
BA, Finance and Real Estate

Servite Catholic High School   1970 — 1971

Experience
Fusion Real Estate Network Inc.   January 2014 - Present
Keller Williams Realty  July 2007 - January 2014
Bank of America Merrill Lynch   October 2011 - March 2012
Sun Mortgage Inc   April 2006 - July 2007
Irwin Home Equity  May 2005 - March 2006
Bank of America Home Loans  March 2003 - August 2005
Wells Fargo Bank  October 1992 - 1995

Skills
Mortgage Lending, Foreclosures, Short Sales, REO, Residential Homes, Accredited Buyer Rep, Referrals, Loans, Credit, Commercial Real Estate, Loan Origination, Property, Sellers, Real Property, First Time Home Buyers, Investment Properties, Real Estate

Education
Chamberlin Real Estate School   2013 — 2014
Real Estate Office Administration, Real Estate, Pending

Chamberlin Real Estate School   2012 — 2013
Certificate of Completion, Property Management, Pass

Training Haus   2013 — 2013
Certified HAFA Specialist, Real Estate Finance, Pass

Real Estate Buyers Agent Council   2013 — 2013
Accredited Buyer Representative Designation, Real Estate, Pass

National Association of Realtors   2010 — 2010
Short Sale & Foreclosure Resource Certification, Real Estate, Pass

Golden State Notary   2009 — 2009
Certified Signing Agent, Real Estate, Pass

Allied Business Schools   2006 — 2009
Certificate of Completion, Principles & Practice, Real Estate, Pass

California State University-Hayward   2003 — 2014
Bachelor of Science (B.S.), Finance, Degree Pending

Diablo Valley College   1986 — 2003
AA, Liberal Arts

Pittsburg High School   1984 — 1988
Diploma, College Preparatory Curriculum

Experience
Deloitte Consulting LLP  August 2014 - Present
Deloitte Consulting LLP  October 2012 - August 2014
The Auxiliary Board of Northwestern Memorial Hospital   September 2008 - August 2012
Deloitte Consulting  June 2011 - August 2011
Bank of America Merrill Lynch   January 2010 - July 2010
Bank of America Merrill Lynch   November 2009 - June 2010
Merrill Lynch  July 2006 - November 2009
Accenture  May 2005 - August 2005
Kortepeter McPherson Freihofer Hux & Minton   May 2004 - August 2004

Skills
Leadership, Fundraising, Financial Modeling, Management, Financial Analysis, Bloomberg, Financial Services, Fixed Income, Program Management, Start-ups, Analysis, Alternative Investments, Strategy, Hedge Funds, Venture Capital, Research, Competitive Analysis

Education
The University of Chicago - Booth School of Business   2010 — 2012
MBA, Economics, Strategy, Operations, Entrepreneurship

Butler University   2002 — 2006
B.S. & B.A., Finance & Oboe Performance; Spanish minor

Benet Academy   1998 — 2002

Experience
Millennium Management  May 2014 - Present
Bank of America Merrill Lynch   July 2009 - November 2012
Merrill Lynch  August 2006 - June 2009
State Street  February 2006 - May 2006
Barclays Global Investors  July 2001 - November 2004
E*TRADE Financial  November 1999 - June 2001

Skills
Middle Office, Operational Risk, Market Risk, Equity Trading, ETFs, Program Trading, Options Strategies, Market Research, Financial Analysis, Market Analysis, Portfolio Management, Fixed Income, Derivatives, Alternative Investments, Capital Markets, Hedge Funds, Bloomberg, Brokerage, Project Management, Managing Processes, Process Improvement, Quantitative Research, Quantitative Analytics, Quantitative Finance, Quantitative Investing, Personal Finance, Investments, FX Options, Trading, Options, Electronic Trading, Bonds, Financial Services, Financial Risk, Swaps, Emerging Markets, Back Office, Settlement, Investment Banking, Finance, Securities, Financial Markets, Trading Systems, Securities Lending, Prime Brokerage, Corporate Actions, Credit Derivatives, Equities, Risk Management, Management

Education
California State University-Sacramento   2001 — 2003
MBA, Finance, General

Saint Anselm College   1997 — 1999
Bachelor of Arts (BA), Business and Finance

Independent Study

Experience
Bank of America Merrill Lynch   November 2014 - Present
Citi  August 2014 - November 2014
New York Life Insurance Company  December 2012 - August 2014
Exchange Bank  January 2007 - January 2012
Redwood Credit Union  January 2005 - January 2007
Washington Mutual  January 2000 - January 2005

Skills
Coaching, Employee Relations, Customer Relations, Risk Management, Managed portfolio of..., Commercial Lending, Commercial Banking, New Business Development, Sales, Operations, Banking, Customer Service, Management, Underwriting, Insurance, Leadership, Business Planning, Strategic Financial..., Retirement Planning, Analysis, Training, Team Building, Business Analysis, Project Management, Finance, Investments, Credit, Business Development, Sales Management, Loans, Business Strategy, Accounting, Marketing, Strategic Planning, Small Business, Mortgage Lending, Budgets, Employee Training, Portfolio Management, Employee Benefits, Auditing, Financial Analysis, Wealth Management, Process Improvement, Mortgage Banking, Executive Management, Real Estate, Mergers & Acquisitions, Mutual Funds, Start-ups

Education
Golden Gate University   2011 — 2012
Master of Business Administration (MBA), Golden Gate University, San Francisco, Business Management

California State University-Chico   2000 — 2002
Bachelor of Science, Business

Experience
Bank of America Merrill Lynch   June 2004 - Present

Skills
Credit, Mortgage Lending, Loans, Banking, Portfolio Management, Business Str, Global Client Management, Financial Analysis, Commercial Real Estate..., Cash Flow Lending, Team Leadership, Operational Efficiency, Multitasking Skills, Relationship Management, Building Relationships, Community Outreach, Commercial Lending, Business Relationship..., Sales, Strategic Planning, Cash Management, Business Development, Small Business Lending, Commercial Banking, Credit Analysis, Loan Origination, Small Business, Finance, Lines Of Credit, Investments, Commercial Mortgages, Treasury Management

Education
FAACT Leadership class   2014 — 2015
Agriculture, Agriculture Operations, and Related Sciences

California State University-Fresno   1999 — 2001
Mass Communications & Journalism, Advertising

Fresno City College   1998 — 1999
Associates Degree, General Education

Reedley College   1997 — 1998
Associates Degree, General Education

FAACT Leadership class

Experience
Bank of America Merrill Lynch   April 2015 - Present
Morgan Stanley  June 2011 - March 2015
Aon Hewitt  June 2010 - December 2010
Digital Fountain  June 2008 - August 2008

Skills
Quantitative Finance, Market Risk, Derivatives, Quantitative Analysis, Financial Modeling, Equities, Mathematics, FX, FX Options, Quantitative Analytics, VBA, Matlab, Valuation, Equity Derivatives, Fixed Income, Actuarial Science, Credit Derivatives, Bloomberg, Options

Education
Technical University of Budapest   2009 — 2012
Master's Degree, Applied Mathematics

Ecole Centrale Paris   2009 — 2010
Exchange Program for one Semester

Technical University of Budapest   2006 — 2009
Bachelor of Science (B.Sc.), Mathematics

Experience
Bank of America Merrill Lynch   October 2002 - Present
Accenture  July 1998 - November 2002

Skills
Capital Raising, Debt Private Placements, Private Equity, Entertainment, Content Financing, Financial Modeling, Finance, Investment Banking, Portfolio Management, Financial Structuring, Equities, Financial Services, Capital Markets, Structured Finance, Alternative Investments, Corporate Finance, Credit, Due Diligence, Financial Analysis, Management, Underwriting

Education
Chartered Financial Analyst   2004 — 2008
CFA

California State University-Chico   1994 — 1998
BS, Finance and Financial Management Services

Experience
Bank of America Merrill Lynch   July 2015 - Present
DatumTron Corp   May 2013 - Present
Millennium Capital Partners   June 2014 - December 2014
Citi Group  April 2008 - April 2013
Lehman Brothers Bank  2004 - 2008

Skills
User Interface Design, Electronic Trading, Investment Banking, Banking, Fixed Income, Derivatives, Trading Systems, Equities, Capital Markets, Sybase, Equity Derivatives, Trading, Market Risk, Structured Products, Quantitative Finance, Financial Markets, Low Latency, Proprietary Trading, Financial Risk, Equity Trading, FX Options, Market Data, Options, Hedge Funds, Interest Rate...

Education
Cairo University   1978 — 1986
Master of Science (M.Sc.), Computer Engineering

Experience
Bank of America Merrill Lynch   April 2011 - Present
Sutter Health (contract - Comsys)   January 2011 - April 2011
California ISO (contract - Corestaff Services)   June 2010 - November 2010
Verizon (contract - Goal Group)   October 2009 - June 2010
EMC Corp  2007 - 2009
Amdocs  2004 - 2007
Hewlett-Packard  February 1995 - August 2003
Intel Corporation  March 1993 - February 1995
National Baseline Systems, Inc   1992 - 1992
Unisys Corporation  1989 - 1991

Skills
ITIL, Program Management, Integration, SDLC, PMP, Disaster Recovery, Data Center, IT Service Management, Process Improvement, Cross-functional Team..., Project Management, Unix

Education
California State University-Chico   1983 — 1985
BS

De Anza College

San Jose State University

Experience
Bank of America Merrill Lynch   July 2014 - Present
Optiver  June 2013 - August 2013
Merrill Lynch  June 2012 - August 2012
Einsteins Papers Project   January 2011 - July 2012
Merrill Lynch  June 2011 - August 2011

Skills
C#, Python, C, Trading Systems, Client-server..., Unix, WPF, MEF, C++, Databases, Java, HTML, SQL, MySQL, Linux, XAML, XML, Haskell, Scheme

Education
California Institute of Technology   2010 — 2014
Bachelor of Science (B.S.), Computer Science & Business, Economics and Management, Graduated

Illinois Mathematics and Science Academy   2007 — 2010
High School Diploma

Experience
Los Angeles Unified School District  August 2014 - Present
Bank of America Merrill Lynch   February 2011 - May 2014
Hospira  June 2006 - January 2009
Apollo Group  October 2003 - June 2006
The Daily Journal  January 2002 - October 2003

Skills
Sales, Sales Presentations, Sales Management, New Business Development, Strategic Planning, Salesforce.com, Customer Retention, Business Development, Staff Development, Marketing, Sales Process, Forecasting, Project Management, Adult Education, Budgets

Education
California State University-Northridge   2012 — 2013
Master's degree, Educational Leadership and Administration, General

University of Phoenix   2006 — 2010
MA, Education

University of California, Santa Cruz   2000 — 2001
BA, English

Experience
Bank of America Merrill Lynch   November 2012 - Present
Bank of America Merrill Lynch   March 2011 - November 2012
CAM, Inc.   October 2009 - February 2011
Comprehensive Investment Solutions, LLC  December 2002 - August 2009
Janney Montgomery Scott, LLC  January 2000 - January 2002
Fiserv Securities Inc  January 1997 - January 2000
D.H. Blair & Co., Inc   January 1995 - January 1996

Skills
Series 7, Investments, Financial Services, Customer Service, Investment Banking, Securities, Strategic Financial..., Data Entry, File Management, Microsoft Office, Team Leadership, Mutual Funds, Portfolio Management, Series 63, Database Administration, Risk Management, Retirement Planning, Fundraising, Series 65, Options, FINRA, Executive Management, Management, series 9, series 10, Trading Operations, Investment Strategies, Financial Advisory, Wealth Management, Series 24, Equities, AWMA, Alternative Investments, Investment Advisory, Finance, Leadership, Financial Risk, Fixed Income, Trading, Asset Management, Asset Allocation

Education
College for Financial Planning   2014 — 2014
Accredited Wealth Management Advisor (AWMA)

Jones International University   2003 — 2007
BBA Corporate Finance

College for Financial Planning   2006 — 2007
Certificate

Cairn University   1992 — 1994
Associates

New England College of Business and Finance   2015 — 2016
Master’s Degree

Experience
Merrill Lynch  July 2012 - Present
Caltech `Big T   September 2009 - June 2012
Bank of America Merrill Lynch   June 2011 - August 2011
TIAA-CREF  June 2010 - September 2010
BioMedGPS, LLC   June 2009 - March 2010
Jet Propulsion Laboratory  June 2009 - September 2009
Princeton University  June 2007 - October 2007
Ganga Mukkavilli, CPA   June 2006 - January 2007

Skills
Matlab, Research, Molecular Biology, Management, Mathematica, Competitive Analysis, Investments, Data Analysis

Education
California Institute of Technology   2008 — 2012
BSc, Economics, Chemical Engineering, Honors

The Lawrenceville School   2004 — 2008
High School, Cum Laude

PDS

Experience
J & I Scientific Consulting   June 1995 - Present
TMX Group  January 2015 - Present
Bank of America  December 2012 - May 2014
Scotiabank  July 2011 - August 2012
Citi  July 2010 - July 2011
Bank of America Merrill Lynch   October 2009 - June 2010
CIBC  May 2007 - July 2009
Infobright  September 2006 - April 2007
BMO Financial Group  July 2005 - August 2006
International Financial Data Services Canada  January 2004 - December 2004

Skills
Agile Methodologies, Java Enterprise Edition, Linux, Software Development, C++, Oracle, Databases, JavaScript, Unix, Object Oriented Design, Java, Derivatives, Sybase, Multithreading, Risk Management, Equities, Spring, Fixed Income, Trading, SOA, UML, SDLC, Design Patterns, Unix Shell Scripting, Ant, Tomcat, SQL, Software Project..., Websphere, Weblogic, Scrum, Web Services, Hibernate, Enterprise Architecture, Requirements Analysis, Capital Markets, Spring Framework, Shell Scripting

Education
Sun Java Certification   2004 — 2004
Certification, Sun Certified Java WebComponent/Developer

Technical University of Budapest   1987 — 1990
Masters, Mathematical Modelling Engineer

Experience
Prudential Real Estate Investors  June 2015 - Present
BlackRock  March 2011 - June 2015
Bank of America Merrill Lynch   August 2009 - February 2011
Prologis  June 2008 - August 2008
Banc of America Securities  March 2005 - July 2007
Jersey Mike's Franchise Systems, Inc.   August 2002 - February 2005

Skills
Real Estate Finance, Real Estate Investment, Banking, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Real Estate, Investment Banking, Investments, Private Equity, Corporate Finance, Acquisitions, DCF, Real Estate Financing, M, Real Estate Development, Real Estate Transactions

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2007 — 2009
MBA, Real Estate, Finance

Bucknell University   1998 — 2002
BA, Economics

Experience
Bank of America Merrill Lynch   March 2015 - Present
JPMorgan Chase  November 2012 - Present
Merrill Lynch  February 2012 - December 2012
Bank of America  February 2009 - January 2011
Bank of America  February 2007 - February 2009

Skills
Loans, Banking, Credit, Portfolio Management, Credit Analysis, Commercial Banking, Risk Management, Customer Service, Financial Analysis, Credit Risk, Investments, Retail Banking, Financial Modeling, Mortgage Lending, Capital Markets, Analysis

Education
California State University-Los Angeles   2007 — 2009
B.S in Business Management, Minor in Economics

Experience
Merrill Lynch  November 2014 - Present
Morgan Stanley Smith Barney  February 2011 - November 2014
Bank of America Merrill Lynch   August 2010 - February 2011
Samek Art Gallery  January 2007 - May 2010

Skills
Series 7, Uniform Combined State..., Mutual Funds, Investments, Bonds, Financial Advisory, ETFs, Series 63, Wealth Management, Retirement Planning, Asset Managment, Asset Allocation

Education
Bucknell University   2006 — 2010
B.A, Art History and Economics

New York University in Paris   2008 — 2008

Experience
Bank of America Merrill Lynch   May 2014 - Present

Skills
Banking, Loans, Mortgage Lending, Retail Banking, Commercial Lending, Mortgage Banking, Customer Service, Portfolio Management, Small Business Lending, Credit Analysis, Loan Origination, Consumer Lending, Sales Management, Loan Modifications, Mortgage, Loss Mitigation, Foreclosures, Banking Relationships, Small Business, Banking Operations, Cross Selling, Salesforce.com, Reporting, Reporting & Analysis, Commercial Banking, Commercial Real Estate

Education
California State University-Northridge   2005 — 2009
B.S.

El Camino Real High School   2005 — 2005
H.S. Diploma

Dublin High School   2001 — 2005
H.S. Diploma

Experience
J.P. Morgan   March 2012 - Present
Bank of America Merrill Lynch   May 2009 - March 2012
Merrill Lynch  February 1997 - May 2009
Merrill Lynch  December 2000 - August 2002

Skills
Equities, Investment Banking, Internal Communications, Global Marketing, Alternative Investments, Financial Services, Media Relations, Corporate Branding, Leadership, Trading, Investor Relations, Strategy, Corporate Communications, Communication Training, Strategic Communications

Education
University of Connecticut   1991 — 1992
MA, History

Bucknell University   1985 — 1989
Bachelor of Arts (B.A.)

Experience
Salesforce  October 2015 - Present
Bank of the West  November 2013 - Present
Bank of America Merrill Lynch   August 2011 - November 2013
Wells Fargo Advisors  August 2008 - August 2011
Wells Fargo Advisors  January 2006 - August 2008
City of Gilroy Community Services   June 1999 - September 2005

Skills
Wealth Management, Investment Strategies, Series 7, Series 63, Retirement Planning, Mutual Funds, Investments, Retirement, Strategic Financial..., Asset Allocation, Fixed Annuities, Securities, Investment Advisory, Portfolio Management, Financial Advisory, Series 6, Banking, Credit, Financial Services, Relationship Management, Loans

Education
CSU Chico   2003 — 2005
Bachelor's degree, Kinesiology and Exercise Science

Gavilan College   2001 — 2003
Associate's degree, General Studies

Experience
Startup Institute  June 2015 - Present
International Creative Productions   January 2014 - June 2015
Bank of America Merrill Lynch   June 2007 - April 2014
Wells Fargo Advisors  June 2004 - November 2006
Associated Students Presents   July 2003 - May 2004

Skills
Sales, Relationship Management, Account Management, Business Development, Strategic Partnerships, Leadership, Analysis, Strategy, Event Planning, Capital Markets, Prime Brokerage, Training, Music, Music Industry, Live Events, Hedge Funds, Equities, Securities, Options, Talent Booking, Concert Production, ETFs, Alternative Investments, Electronic Trading, Securities Lending, Series 7, Fixed Income

Education
California State University-Chico   2001 — 2004
Bachelor's Degree, Finance and Financial Management Services

Experience
Merrill Lynch  April 2015 - Present
Bank of America Merrill Lynch   August 2014 - April 2015
Merrill Lynch  November 2011 - August 2014
Merrill Lynch/Bank of America  September 2008 - November 2011
Merrill Lynch  May 2008 - March 2009
Merrill Lynch  May 2005 - September 2008

Skills
Leadership, Management, Wealth Management, Training, Organizational..., Talent Management, Change Management, Leadership Development, Strategy, Performance Management, Financial Services, Risk Management, Organizational..., Employee Engagement, Succession Planning, Budgets, Series 7, Onboarding, Strategic Planning, 360 Feedback, CRM, Investments, Talent Development, Budgeting, Business Strategy, New Business Development, Business Development, Small Business..., Client Services, Relationship Building, Client Rapport

Education
California Polytechnic State University-San Luis Obispo   2001 — 2004
Bachelor, Hospitality

California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.)

Experience
Bank of America Merrill Lynch   January 2014 - Present

Skills
Customer Service, English, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Teaching, Windows, Photoshop, Public Speaking, Research, Sales, Training

Education
California Coast University   2010 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General

Experience
Bank of America Merrill Lynch   May 2014 - Present

Education
California Lutheran University   2011 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General, 3.7 GPA

Experience
Bank of America Merrill Lynch   April 2015 - Present
Ameriprise Financial Services, Inc.   May 2014 - April 2015
Wealth Solutions Group   June 2011 - May 2014
Christian Community Credit Union  September 2004 - January 2012
UMe Credit Union   April 2003 - September 2004
Orange County's Credit Union  1998 - 2003

Education
California State University-Fullerton   2000 — 2004
Bachelor of Arts (B.A.)

Experience
Goldman Sachs  July 2015 - Present
Student Managed Investment Fund  August 2014 - May 2015
Office of Endowments and Investments   August 2014 - May 2015
Bank of America Merrill Lynch   June 2014 - August 2014
Wells Fargo Advisors  June 2013 - June 2013
Goldman Sachs  January 2013 - January 2013
Management 101 Course - Better Wear for Heiter Care   August 2012 - December 2012
Education, Sports, Fun (ESF) Summer Camp   June 2012 - August 2012
Rothman Institute  June 2011 - August 2011
St. Albans Swim and Tennis Club   May 2010 - September 2010

Skills
Bloomberg Certified, Budgeting, Account Management, Customer Service, Microsoft Office, Communication, Time Management, Organization, Public Speaking, Analysis, Budgets, Investments, Financial Analysis, Accounting

Education
Bucknell University   2011 — 2015
Bachelor of Science in Business Administration, Accounting and Financial Management

London School of Economics and Political Science   2013 — 2013
Finance

The Episcopal Academy   2004 — 2011

Experience
DRW Trading Group  July 2014 - Present
Bank of America Merrill Lynch   June 2013 - August 2013
California Institute of Technology  September 2012 - April 2013
Bank of America Merrill Lynch   June 2012 - August 2012
Caltech Investment Office   June 2011 - September 2011
R. Michael Alvarez Research Group   August 2010 - October 2010

Education
California Institute of Technology   2010 — 2014
Computer Science and Business, Economics, and Management

Oostburg High School   2006 — 2010

Experience
Bank of America Merrill Lynch   September 2014 - Present
Bank of America Merrill Lynch   November 2010 - September 2014
Farmers and Merchants Bank  June 2010 - November 2010

Skills
Microsoft Word, Microsoft Office, PowerPoint, Banking, Customer Service, Commercial Banking, Commercial Lending, Credit Analysis, Relationship Management, Portfolio Management

Education
California State University-Long Beach

Experience
Bank of America Merrill Lynch   September 2015 - Present
Bank of America Merrill Lynch   May 2015 - September 2015
Greenspace Properties LLC   October 2014 - May 2015
Neville, Rodie and Shaw, Inc.   June 2013 - August 2013
Big Top Rentals   June 2012 - August 2012

Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Microsoft Word, ThomsonOne, Project Management, Teamwork, Public Speaking, Leadership, Financial Analysis, Customer Service, Marketing, Microsoft Office, Research, Time Management, Social Media, Finance, Event Planning

Education
Bucknell University   2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General

Wyoming Seminary Upper School   2006 — 2010

Experience
Merrill Lynch  September 2012 - Present
Morgan Stanley Smith Barney  January 2012 - September 2012
Bank of America Merrill Lynch   February 2007 - December 2011

Education
California State University-Northridge
Bachelor of Business Administration (B.B.A.), Finance, Business Administration

Experience
Forte Insurance and Tax Services   November 2013 - Present
Bank of America Merrill Lynch   February 2012 - November 2013
JL Tax & Business Svc (Lincoln Financial Group)   June 2005 - January 2012
Tax & Financial Group (Securian Financial Group)   June 2002 - June 2005
TD Ameritrade (formerly TD Waterhouse)   July 1997 - July 2002
Mitsubishi Materials   June 1992 - June 1997

Skills
Leadership, Team Leadership, Strategic Planning, Strategy, Sales, Public Speaking, SKILLS AND..., Business Analysis, New Business Development, Team Building, Financial Services

Education
UC Irvine, Extension   1996 — 2001
Graduate Level Courses, Personal Financial Planning, B

California State University-Fullerton   1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting and Finance, B

Experience
US Bank  July 2007 - Present
Bank of America Merrill Lynch   July 2007 - January 2011
LaSalle Bank  July 2007 - October 2009
HOME LOAN CENTER / LENDING TREE LOANS   January 2004 - May 2007
Indymac Bank  January 2001 - January 2004

Skills
Structured Finance, Securitization, CMBS, ABS, Bonds, MBS, Mortgage Underwriting, Financial Analysis, Financial Reporting, Financial Modeling

Education
California State University-Fullerton - College of Business and Economics   1998 — 2000
B.A., Economics

Irvine Valley College   1996 — 1998
Associate of Arts (AA), General Studies

Experience
Bank of America Merrill Lynch   July 2015 - Present
Bucknell University  August 2014 - May 2015
Bucknell University Alumni Association Board of Directors   September 2012 - May 2015
HerCampus Bucknell   September 2012 - May 2015
Bucknell University  November 2014 - March 2015
Bucknell Student Government  January 2013 - December 2014
Chi Omega Fraternity  December 2012 - December 2014
Bank of America Merrill Lynch   June 2014 - August 2014
Institute for Leadership in Technology and Management (ILTM)   2011 - May 2014
Barclays Investment Bank  June 2013 - August 2013

Skills
Social Media, Public Speaking, Marketing, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Fundraising, Event Planning, Teaching, Investment Banking, Management, Budgets

Education
Bucknell University   2011 — 2015
BSBA, Accounting and Financial Management, Political Science

George W. Hewlett High School   2007 — 2011

Experience
Oracle  January 2015 - Present
J.P. Morgan securities LLC   December 2011 - July 2014
Bank of America Merrill Lynch   May 2010 - November 2011
Wells Fargo Advisors  December 2006 - May 2010

Skills
Business Development, Personal Financial..., Sales, Relationship Management, Building Relationships, Networking, Connecting People, CRM, Cross-functional Team..., Consulting, Financial Analysis, Customer Service, Leadership, Marketing, Management, Relationship Building, Strategy, Financial Services, Account Management

Education
California State University-East Bay   2005 — 2007

Experience
Bank of America Merrill Lynch   December 2013 - Present

Education
Butler University   1983 — 1987
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Indiana University Bloomington   1978 — 1982
Bachelor's degree, Banking and Financial Support Services

Experience
Bank of America Merrill Lynch   December 2014 - Present
Morgan Stanley  April 2014 - November 2014
RiskSpan  April 2009 - March 2014
Barclays Capital  April 2005 - April 2009
Goldman Sachs  September 2000 - April 2004
CIBC World Markets  February 1998 - September 2000
CIBC  1997 - 1999
Merrill Lynch  February 1997 - February 1998
Greenwich Capital  September 1996 - September 1997
Financial Sciences  September 1994 - September 1996

Skills
C++, Perl, Python, Quantitative Finance, Electronic Trading, R, Quantitative Analysis, Derivatives, Fixed Income, Quantitative Analytics, Trading Systems, Credit Risk, Trading, VBA, Structured Products, Market Risk, Capital Markets, FX Options, Interest Rate..., Options, Credit Derivatives, Bloomberg, Market Data, Equities, Hedge Funds

Education
New York University   1982 — 1989
Ph.D., Mathematics

University of Cambridge   1978 — 1979
M.Phil., Control Engineering

Caltech   1973 — 1977
B.S., Biology

Aragon High School   1970 — 1974

Experience
Bank of America Merrill Lynch   June 2015 - Present

Skills
Financial Analysis, Accounting, Financial Modeling, Financial Reporting, Auditing, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Corporate Finance, Tax, CPA, Due Diligence, Financial Statements, Valuation, Mergers, Strategic Financial..., Microsoft Excel, QuickBooks, Managerial Finance, Internal Audit, Finance, Mergers & Acquisitions, GAAP, Analysis, Assurance, General Ledger, Account Reconciliation, External Audit, Leadership

Education
University of San Diego   2010 — 2010
MACC

University of San Diego   2001 — 2005
BS

California State University-San Marcos - College of Business Administration   2001 — 2001

Miguel High School

Experience
ARCADIS  October 2010 - Present
Bank of America Merrill Lynch   April 2010 - July 2010
International SOS  March 2009 - April 2010
Dow Jones & Company  July 2004 - March 2009
Educational Testing Service (ETS)   April 2002 - January 2005
Calkins Media / PhillyBurbs.com   November 2000 - July 2002

Education
University of Phoenix   2002 — 2004
Bachelors, Business Management

CHI Institute   2001 — 2003
Associates in Specialized Technology, Computer Programming

Bucks County Community College   1993 — 1995
Fine Arts & Photography

Experience
First Keystone Property Group   February 2002 - Present
Bank of America Merrill Lynch   October 2014 - June 2015
Novartis  August 2014 - October 2014
Bracket Global  March 2013 - March 2014
United BioSource Corporation  January 2010 - March 2013
Bucks County Intermediate Unit #22  May 2009 - November 2009
Falcone Group   May 2003 - April 2009
E-Duction  November 2001 - March 2003
RCN  March 1999 - November 2001
ASI Business Solutions  August 1997 - February 1999

Skills
Active Directory, DNS, Cisco Technologies, Data Center, Network Engineering, VoIP, Wireless, VPN, Microsoft Exchange, Barracuda Spam Firewall, Microsoft SQL Server, Riverbed Steelheads,..., Microsoft Exchange..., Microsoft LYNC 2010 and..., Active Administrator..., Qualys Guard security..., Barracuda Email..., Fat Pipe Internet..., Riverbed SMC and CMC..., GOOD Mobile device..., VOIP Technologies, QOS..., VMware Certified..., Message Stats Servers..., JD Edwards, EMC Avamar Backup..., Riverbed Steelheads, Riverbed SMC/CMC, EMC Storage Solutions, Quest Message Stats, Qualys Security Software, GOOD Servers, VSphere, Microsoft LYNC 2010 &..., Cisco Wiresless, IBM Blade Servers, Polycom, Qualys Guard, Quest ActiveRoles Server, Blackberry Enterprise..., GOOD Mobile Device..., Quest Active Admin..., Cisco Security, Cisco Wireless, Cisco Routers, Microsoft Server..., Barracuda Email Archiver, VMware ESX, Biotechnology, Cisco IOS, Microsoft Office 365

Education
Chubb Institute of Technology   1997 — 1998
Associate of Science (A.S.), Microsoft NT4 MCSE program/ Client/Server administration and Advanced Networking principles, 3.75

Chubb Institute of Technology   1997 — 1998
Associate's degree / Computer Science, Advanced Network Engineering and Systems Administration NT4, 3.65

Chubb Institute of Technology   1996 — 1997
Associate of Science (A.S.), Computer Networking and Client/Server Engineering and Administration, 3.85

Bucks County Community College   1992 — 1996
Registered Nursing ASN degree, Registered Nursing/Registered Nurse

Temple University   1990 — 1992
Undergrad courses, Undergrad

William Penn Charter School, School House Lane, Philadelphia PA   1981 — 1986
Academic, Academic

Experience
Bank of America Merrill Lynch   March 2010 - Present
Goldman Sachs  January 2006 - April 2010
Goldman Sachs  2000 - 2006
Allstate Insurance  1995 - 1999

Skills
Business Development, Derivatives, Electronic Trading, Equities, Equity Derivatives, Fixed Income, Equity Trading, Hedge Funds, Options, Portfolio Management, Relationship Management, Sales, Series 7, Trading Systems, Training

Education
Butler University   1990 — 1993

Experience
Bank of America Merrill Lynch   April 2015 - Present
Union Bank  June 2014 - April 2015
Wells Fargo Bank  July 2010 - June 2014
Wells Fargo Bank  March 2010 - July 2010
Wells Fargo Bank  May 2004 - March 2010
Bank of America  July 2007 - October 2008

Skills
Commercial Banking, Credit Analysis, Cash Flow, Middle Market, Credit, Treasury Management, Credit Risk, Financial Modeling, Asset Based Lending, Commercial Real Estate, Agriculture, Trade Finance, Syndications, Risk Management, Sales, Banking, Cash Management

Education
Saint Mary's College   2000 — 2004
B.S., Economics and Business

California State University-Hayward   2013 — 2014
Master of Business Administration (M.B.A.)

Experience
Merrill Lynch  2004 - Present
Bank of America Merrill Lynch   2004 - Present

Skills
Quantitative Finance, Fixed Income, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Hedge Funds, Interest Rate..., Options, Structured Products, Trading Systems, Trading, FX Options, Electronic Trading, Market Risk

Education
Massachusetts Institute of Technology   2000 — 2004
Ph.D., Physics

Caltech   1997 — 2000
B.S., Physics

Experience
Bank of America Merrill Lynch   October 2013 - Present
Edison Mission Marketing & Trading  November 2011 - October 2013
State Street  August 2008 - November 2011
COUNTRYWIDE FINANCIAL CORPORATION  July 2007 - July 2008

Skills
Stata, Matlab, Oracle SQL, VBA, Endur, PowerWorld, Microsoft SQL Server, Microsoft Excel, Microsoft Word, VAR, Option Valuation, Technical Writing, Commodity Risk..., Quantitative Research, Quantitative Analytics, Quantitative Finance, Quantitative Risk, Time Series Analysis, Options, Financial Modeling, Fundamental Analysis, Fixed Income, Econometrics, Commodity, Bloomberg, Market Risk, Statistical Modeling, Risk Management, SAS, Basel II, Credit Risk, Derivatives

Education
Caltech
Ph.D, Control and Dynamical Systems

University of Houston
B.S., Mathematics

University of Houston
B.S., Physics

Experience
Bank of America Merrill Lynch   October 2010 - Present
Bank of America  January 2006 - October 2010
Sheldon Ramsay & Nonie Bechtel Ramsay   September 2002 - September 2005
Inman News Features   December 2000 - April 2002
Promotions.com  March 2000 - November 2000
Department of Motor Vehicles  July 1999 - March 2000
Claremont Country Club  1990 - 1999

Skills
Administrative..., Management, Information Technology, Human Resources, Training, Leadership, Data Entry, Customer Service, Sales, Analysis, Budgets, Customer Satisfaction, Program Management, Teamwork, Research, QuickBooks, Accounts Receivable, Accounting, Recruiting, Outlook, Troubleshooting, PowerPoint, Microsoft Excel, Team Building

Education
Heald College   2002 — 2003
Certificate, Computer Business Administration

California State University-East Bay   1993 — 1999
BA, Human Development

Holy Names High School   1989 — 1993

Experience
Bank of America Merrill Lynch   May 2003 - Present

Skills
Credit Analysis, Portfolio Management, Financial Modeling, Workout, Enterprise Credit..., Moody's Financial..., Financial Statement..., Restructuring, Cash Flow Forecasting, Credit, Commercial Banking, Risk Management, Management, Corporate Finance, Analysis

Education
University of California, Los Angeles
Certificate, Accounting

California State University-Northridge
BSBA, Finance

Experience
Bank of America Merrill Lynch   May 2006 - Present
CIT  September 2000 - June 2005
CIT  December 1997 - September 2000

Skills
Portfolio Management, Commercial Lending, Credit Analysis, Loans, Commercial Banking, Credit, Financial Analysis, Financial Modeling, Banking, Risk Management, Asset Based Lending, New Business Development, Capital Markets, Middle Market, Corporate Finance, Finance, Credit Risk, Due Diligence, Financial Risk, Loan Origination, Financial Services, Relationship Management, Investment Banking, Treasury Management, Mergers, Cash Management, Underwriting, Financial Structuring, Valuation, Management

Education
California State University-Fullerton - College of Business and Economics   1992 — 1997
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Experience
Bank of America Merrill Lynch   May 2013 - Present
US Bank - Asset Based Finance   June 2012 - April 2013
Bank of America Merrill Lynch   November 2008 - June 2012
Harman Beshane Industries/1800Radiator   February 2006 - September 2008
GMAC Commercial Finance  April 2001 - February 2006
Fleet Capital Corp (Bank of America)   1998 - 2001
The Bank of New York  June 1992 - March 1998

Skills
Asset Based Lending, Debt, Commercial Lending, Commercial Finance, Structured Finance, Syndications, Credit Analysis, Portfolio Management, Financial Structuring, Capital Markets, Credit, Underwriting, Commercial Banking, Corporate Finance, Banking

Education
California State University-Northridge   1990 — 1992
Bachelor of Business Administration (BBA), Finance and Real Estate

Cal Poly San Luis Obispo   1987 — 1989
Economics

Experience
Bank of America Merrill Lynch   June 2014 - Present
Jersey Mike's Subs  December 2011 - June 2014
Invision Inc.  October 2005 - December 2011
Marriott  2005 - 2005
Concert Communications  2000 - 2005
Concert AT&T BT   2000 - 2005
Electronic Data Systems  1997 - 2000

Skills
Software Development, Agile Methodologies, Enterprise Architecture, Requirements Analysis, Java, Scrum, Java Enterprise Edition, SDLC, Databases, PMP, Web Services, Software Documentation, Agile Project Management, SaaS, Business Intelligence, SOA, Solution Architecture, SQL, Testing, Management, Microsoft SQL Server, Integration, XML, Systems Analysis, Software Project..., Software Engineering, Business Analysis, JavaScript, Data Warehousing, Oracle, SharePoint, Enterprise Software, Unix, Telecommunications

Education
California State University-Long Beach   1992 — 1996
BSc, Computer Science

Experience
North Highland  October 2014 - Present
Bank of America Merrill Lynch   2010 - 2014
Ed Libby & Co.   2007 - 2010
Merrill Lynch  2002 - 2007
Merrill Lynch  1999 - 2002
Merrill Lynch  1997 - 1999
Merrill Lynch  1996 - 1997
Merrill Lynch  1994 - 1996

Skills
Marketing Communications, Fundraising, Marketing Strategy, Event Management, Public Relations, Social Media Marketing, Direct Marketing, CRM, Leadership, Marketing

Education
Rider University   2000 — 2002

Bucks County Community College   1995 — 2000
Associate of Arts (AA), Business Administration and Management, General

Experience
Bank of America Merrill Lynch   February 2012 - July 2015
Bank of America Merrill Lynch   2010 - March 2012
Bank of America  July 2006 - July 2008
JPMorgan Chase  2005 - 2006
Wedbush Securities  2001 - 2004

Skills
Investments, Banking, Finance, Financial Services, Wealth Management

Education
California State University-Fullerton   2008 — 2010
Master of Arts, Political Science

Experience
Bank of America Merrill Lynch   August 2014 - Present
KBW  October 2012 - August 2014
Prudential Financial  July 2008 - October 2012
BlackRock  June 2008 - August 2008

Skills
Investments, Fixed Income, Financial Analysis, Asset Managment, Financial Modeling, Valuation, Equities

Education
Bucknell University   2004 — 2008
Bachelor of Arts (B.A.), Economics

Experience
Bank of America Merrill Lynch   December 2014 - Present

Education
California Institute of Technology   2008 — 2012
BS with Honors

California Institute of Technology   2008 — 2012
BS with Honors

Fergusson College   2006 — 2008

Experience
Bank of America Merrill Lynch   December 1996 - Present

Education
California State University-San Bernardino
BA, Finance

Experience
Bank of America Merrill Lynch   May 2013 - Present
Bank of America Merrill Lynch   June 2010 - May 2013

Education
California State University, Fresno   2007 — 2009

Experience
Bank of America Merrill Lynch   2000 - Present
Bank of America  1995 - 1999
Coopers & Lybran   1990 - 1995

Skills
Risk Management, Equity Derivatives, Accounting, Tax, Structuring, Structured Finance, Financial Structuring, Equities, Equity Capital Markets, Derivatives, Capital Markets, Hedge Funds, Alternative Investments, Securities, Financial Modeling, Structured Products, Valuation, Due Diligence, Investment Banking, Corporate Finance, Investments, Private Equity, Banking, Mergers, Financial Analysis, Fixed Income, Bloomberg, Prime Brokerage, Economics, Equity Research, Securities Regulation, Securitization, Asset Management, Options, Trading, Credit Derivatives, Financial Markets, Emerging Markets, Private Banking, Financial Regulation, Bonds, Securities Lending, Market Risk, Hedging, ETFs, Interest Rate..., Trading Systems, Swaps, Series 63

Education
California State University-Chico
Business Admin, Finance, Accounting

Experience
CyberDent   August 2011 - Present
Academic Advantage  September 2011 - June 2013
Chase  March 2011 - November 2011
Bank of America Merrill Lynch   July 2006 - September 2010

Skills
Payments, Financial Services, Banking, Loans, Loan Origination, Personal Financial..., Credit Analysis, Analysis, Credit, Commercial Lending, Mortgage Lending, Consumer Lending, Small Business Lending, Mortgage Banking, Commercial Banking, Retail Banking, Small Business, Management, Scheduling, Scheduling Management, Dental Insurance, Dental Software, Dentrix, Insurance Billing, Dentistry, Strategic Planning, Finance, Microsoft Office, PowerPoint, Leadership, Microsoft Excel

Education
California State University-Los Angeles   2006 — 2007
Master of Business Administration (M.B.A.), Finance and Financial Management Services

California State University, Los Angeles, California   2004 — 2006
BS in Business Administration, Concentration in Business Pre-Law / Finance

Experience
Solebury Communications   2011 - Present
Bank of America Merrill Lynch   2006 - 2011
Credit Suisse  1997 - 2006
Xerox Corporation  1991 - 1995

Skills
Capital Markets, Equities, Valuation, Equity Research, Hedge Funds, Alternative Investments, Investment Banking, Fixed Income, Private Equity, Securities, Bloomberg, Asset Management, Equity Valuation, Financial Modeling, Portfolio Management, Investments

Education
Cornell University - S.C. Johnson Graduate School of Management   1995 — 1997
MBA, Finance

Bucknell University   1985 — 1989
BA, History

Greens Farms Academy

Experience
Bank of America Merrill Lynch   February 2015 - Present
Bank of America  June 2012 - Present
Bank of America  June 2011 - Present
Bank of America  October 2005 - June 2011

Skills
Credit Risk, Credit Cards, SDLC, Commercial Banking, Credit, Cross Selling, Credit Analysis, Banking, Loans, Finance, Relationship Management, Portfolio Management, Financial Modeling, Mortgage Lending, Financial Services, Retail Banking, Management, Financial Analysis, Risk Management, Project Management

Education
University of Phoenix   2002 — 2004
MBA, Information Technology

California State University-Los Angeles   1986 — 1991
Bachelor of Science (B.S.), International Business

Experience
Bank of America Merrill Lynch   June 2014 - Present
Bank of America Merrill Lynch   August 2011 - Present

Education
California State University-Northridge   2005 — 2009
Bachelor's degree, Finance, General

Experience
Bank of America Merrill Lynch   June 2006 - Present

Skills
Outlook, Microsoft Office

Education
California State University-Los Angeles   1968 — 1971
Bachelor of Science (BS), Business Administration